Warehouse in the register — Paloma POS 2

This article is about Paloma POS 2 — the new touchscreen Paloma cash-register app. It covers the warehouse section inside the register: goods receipt and conducting it, transfers between warehouses, write-offs, stocktakes, viewing on-hand stock, and the stock/portion badges on menu tiles. If you are not sure this is your app, start with “How to tell you have Paloma POS 2”. Collecting goods with an external terminal (TSD) is a separate topic; in the register it opens from the “ТСД-сбор” tile in the “Инструменты” section.

Overview

• The warehouse opens from the “Склад” tile on the main menu screen. Inside is one hub with three sections: “Документы”, “Отчёты”, “Инструменты”.
• “Документы” — working warehouse operations: “Поступление” (goods receipt), “Инвентаризация” (stocktake), “Списание” (write-off), “Перемещение” (transfer between warehouses).
• “Отчёты” — read-only views: “Остатки” (current on-hand stock), “Низкий остаток” (below minimum), “Движение по складам”, “Движение товара”, “Анализ продаж”.
• “Инструменты” — “ТСД-сбор” (scan into a buffer).
• The hub view switches with the “Сеткой” / “Списком” button — the choice is remembered on this device.
• Some tiles may be unavailable: they carry “Доступно на v2.0” or “Нужен серверный отчёт” — do that operation in the web dashboard.
• The warehouse works offline: documents are saved as drafts and conducted when the connection returns. Stock reports show data “Данные на момент последней синхронизации” (as of the last sync).

Step 1. Open the warehouse

On the main menu screen tap the “Склад” tile. The hub opens with the “Документы”, “Отчёты” and “Инструменты” sections. Tap the tile you need. If a section is missing, the operator may lack the stocktake permission — the administrator grants it.

Step 2. Goods receipt (from a supplier)

1. In “Документы” open “Поступление” — a list of receipt documents appears, titled “Поступление товара”, with a document-type switcher, a search field, and a status filter “Все” / “Черновики” / “Проведённые” / “Ошибки”.
2. Create a new document — the “Новый приход” editor opens with “Склад” prefilled to the active warehouse.
3. Tap “Поставщик” → “Выбрать поставщика” and pick one. Fill “Дата”, “Статья” (see the “Статья” field section below) and “Примечание” if needed.
4. Tap “Добавить позицию”, find the item, and enter “Количество” and “Себестоимость за единицу” — the purchase cost. In the document table this column is named “Себестоимость”, so it is not mistaken for the retail price. Lines can also be added with a barcode scanner.
5. To set retail prices at once, turn on “Установить розничные цены” — “Наценка, %”, “Новая цена” and “Округление” appear; a markup can be set for the whole document and overridden per line. A manually entered “Новая цена” is kept exactly as entered — including after the document is reopened. Editing the markup (per line or for the whole document) resets the manual price back to the computed one; editing the cost, rounding or quantity keeps it.
6. Check “Итого” and tap “Сохранить” — the document is saved as a “Черновик”.

The quantity in the lines of every warehouse document (receipt, write-off, stocktake, transfer) can be changed with the “Уменьшить количество” / “Увеличить количество” buttons — one unit per tap; the minus is disabled when the quantity would drop to zero. On a register with the on-screen keyboard enabled (a touch monoblock) the “Кол-во” and “Себестоимость” cells in the receipt table open a numeric input pad, and the “Примечание” field summons the on-screen keyboard.

The “Поступление товара” list is reconciled with the server on refresh: a receipt deleted in the web dashboard disappears from the register’s list too. A document with unsaved edits on this device is never deleted.

Conduct the receipt

A draft does not change stock until it is conducted. Open the document and tap “Провести” — the status becomes “Проведён” and the quantity and cost land in the warehouse. If offline, the register shows “Проведение поставлено в очередь — ожидает синхронизации” and conducts on the next connection. To reverse it, open a conducted document and tap “Отменить проведение”.

Step 3. Transfer between warehouses

1. In “Документы” open “Перемещение” and create a “Новое перемещение”.
2. Set “Откуда” (source) and “Куда” (destination). The warehouses must differ.
3. Add lines with quantities, save, and conduct it the same way as a receipt — the goods leave one warehouse and arrive at the other.

Step 4. Write-off

1. In “Документы” open “Списание” and create a “Новое списание”.
2. Add the lines to write off with quantities.
3. You must set “Причина списания” (the expense article) — you cannot save without it. An estimate is shown as “Итого (оценка)”; the exact cost is computed after conducting.
4. Save and conduct — the quantity is written off the warehouse.

Step 5. Stocktake

1. In “Документы” open “Инвентаризация” and create a “Новая инвентаризация”. The warehouse is prefilled.
2. Add lines and enter “Факт” — the counted quantity. Next to it are “Учёт” (the system stock) and “Отклонение” (the variance).
3. To count the whole warehouse, tap “Заполнить со склада” — every warehouse position is added at fact 0; fill in the counts. The document total variance shows as “Суммовое отклонение”.
4. Save and conduct — stock is set to the counted values.

The “Статья” field in documents

The goods receipt and the stocktake carry an optional “Статья” field — the income article the document belongs to; while no article is chosen the field shows “Не выбрана”. In a write-off the same selector opens from the “Причина списания” row and shows the expense articles — there the choice is mandatory.

The selector is the same everywhere: a “Поиск статьи” search field, a “Не выбрана” (no article) option, articles grouped by their catalog folders, and ungrouped ones collected under “Прочее”. If the list shows no articles at all — the article catalog on the register is empty; refresh the data with a sync.

Step 6. On-hand stock and low stock

• “Остатки” in “Отчёты” shows current on-hand stock: columns “Остаток” and “Стоимость”, item search, and the “Данные на момент последней синхронизации” caption. It is read-only. The screen re-reads the data every time it is opened, so the numbers never get stuck on an old snapshot.
• The “Только низкий остаток” toggle keeps only items below minimum, marked “Низкий остаток”. The separate “Низкий остаток” tile opens the same list already filtered.
• Ungrouped items are collected under “Без группы”.

Step 7. Stock and portion badges in the menu

On the order screen the item tiles show an “остаток N” badge — how many units are available to sell. The badge accounts for items already added to open orders: adding an item to the cart lowers the badge, removing it restores it.

• For a normal good the badge is the warehouse stock.
• For a recipe dish the badge can show the number of assemblable portions instead of the dish’s own stock: the register works out how many portions the ingredient stock supports and takes the scarcest ingredient. “остаток 0” on a dish means there is nothing to assemble it from right now.
• For a service no badge is shown.

Badges are switched on in the register settings. The portions badge on dishes has its own toggle — “Бейдж порций на блюдах” in the “Работа смены” settings section; it is off by default and applies only to this device. Normally portions are computed from the ingredient warehouse stock as is; the second toggle, “Вычитать удержанные ингредиенты из порций”, additionally subtracts ingredients already taken by open checks (also off by default).

The portions number appears only once the recipes (calculations) are synced on the account. If the toggle is on but a dish shows no number — the recipe data has not reached this register yet; a dish without a recipe shows no badge.

An out-of-stock item can be hidden from the order screen or sent to the stop list — see “Stop list and availability”.

Common problems

• "Не удалось загрузить накладные", "Не удалось загрузить инвентаризации", "Не удалось сохранить черновик" — stock documents did not load or the draft did not save; pull to refresh and retry.
• "Позиции не найдены" / "Поставщики не найдены" in a receipt — the reference books have not reached the device yet: tap the cloud sync icon.
• “Выберите поставщика” — no supplier on the receipt. Tap “Поставщик” and pick one.
• “Добавьте хотя бы одну позицию” — the document has no lines. Add an item and retry.
• “Склады должны отличаться” — “Откуда” and “Куда” are the same in a transfer. Pick different warehouses.
• “Укажите статью расхода” — no reason on a write-off. Set “Причина списания” and save.
• “Фактическое количество не может быть отрицательным” — a negative “Факт” in a stocktake. Fix it to 0 or more.
• “Ошибка проведения” — the server rejected the document. Open it via the “Ошибки” filter, fix it, and conduct again.
• “Нужен серверный отчёт” or “Доступно на v2.0” on a tile — the operation is not available in the register yet; do it in the web dashboard.
• The tile stock badge “lags” — data refreshes on sync; the badge is stock as of the last connection. Wait for sync.
• The “Бейдж порций на блюдах” toggle is on but a dish shows no number — the recipes have not synced to this register yet, or the dish has no recipe. Wait for the data sync.
• The “Статья” field opens empty — the article catalog on the register is empty. Refresh the data with a sync.

FAQ

Does a draft change warehouse stock?

No. While a document is a “Черновик”, stock does not change. Quantity and cost are counted only after “Провести”.

Can I work with the warehouse offline?

Yes. Documents are saved and queued to conduct; the register shows “Проведение поставлено в очередь — ожидает синхронизации” and conducts them when the connection returns. Stock reports meanwhile show data as of the last sync.

What does the “остаток N” badge on a menu tile show?

For a normal good — available warehouse stock, minus items already added to open orders. For a recipe dish — how many portions can be assembled from ingredient stock (the number appears with the “Бейдж порций на блюдах” toggle on and the recipes synced). For a service no badge is shown.

How is “Остатки” different from “Низкий остаток”?

“Остатки” is the full list of current stock. “Низкий остаток” is the same list already filtered to items below minimum; in “Остатки” that filter is the “Только низкий остаток” toggle.

Why are some warehouse tiles unavailable?

They carry “Доступно на v2.0” or “Нужен серверный отчёт”. Those operations run in the web dashboard and will come to the register later.

How do I remove an out-of-stock item from the order screen?

Hide it as out of stock on the item card or send it to the stop list — see “Stop list and availability”. This does not affect paying a built order — see “Quick sale”.